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Analyst explains why NBA's China fallout is a buying opportunity for Nike

China's Tencent quietly resumed live-streaming two NBA games which were played outside of China, according to multiple reports, amid a fallout last week over a tweet from Houston Rockets' general manager which supported Hong Kong protesters. But this could signal a good buying opportunity for brands impacted by the fallout like Nike, according to Sam Poser, Susquehanna's equity analyst. He joins Yahoo Finance's Akiko Fujita to discuss.